See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,128 | $138,065-9.4% | $123,544+1.3% | $135,375-7.6% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.95% | 153.68%-162.6pp | 119.20%-128.1pp | 519.73%-528.7pp |
| Employer contribution / active EE | $3,617 | $5,151-29.8% | $4,628-21.8% | $4,779-24.3% |
| Participant deferral / active EE | $10,147 | $6,799+49.2% | $6,426+57.9% | $5,609+80.9% |
| Admin fee / account holder | $5,247 | $10,916-51.9% | $9,284-43.5% | $10,827-51.5% |